+883.4%
APH vs CNH
+116.5%
+766.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.4% | +3.2% |
| 7D | -5.9% | -1.7% | -4.2% | -5.3% |
| 30D | -14.8% | -7.2% | -7.6% | -12.8% |
| 3M | -12.4% | +6.5% | -19.0% | -15.4% |
| 6M | +8.1% | +7.9% | +0.2% | +2.9% |
| YTD | +10.9% | +26.6% | -15.6% | -1.4% |
| 1Y | +8.8% | +13.8% | -5.0% | +0.1% |
| 3Y | +262.1% | +9.2% | +252.9% | +225.1% |
| 5Y | +283.1% | -15.6% | +298.7% | +268.6% |
| All | +883.4% | +116.5% | +766.9% | +587.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNH.
Daily Out/Under-Performance
Portfolio return minus CNH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CNH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling